Peachtree Connection Wizard: Synchronize Vendors


This section will assist you in matching your vendors between ESC and Sage 50. Clicking Next will scan both programs for any available Vendors. Again, you will be presented with two columns. All Vendors entered into ESC will appear on the left and all available Vendors in Sage 50 will appear on the right. Just like our Chart of Accounts portion, we will need to either match or add all ESC vendors over to Sage 50. This can be done by highlighting identical Vendors in both columns and clicking the Match button or highlighting a single vendor and selecting the Add selected... button below that column.

Note: ESC comes with a single default vendor called "Tax Authority", which is assigned to ESC Sales Tax Codes. This vendor must be added to or matched to a vendor in Sage 50 before you will be able to synchronize your Tax Codes between the two programs.

Once all Vendors in one column have been matched or added, the other column will display an "Add All" option.  This will allow you to add all of the remaining vendors at once to the other program. It is not necessary for all Sage 50 vendors to be added to ESC. There may be vendors in your accounting database for paying utilities or credit accounts. ESC has no use for these and therefore it is not necessary to share them between the two programs.

If no vendors are detected in Sage 50, ESC will present you with an option to Export Vendors; meaning to send all vendors currently in ESC to Peachtree/Sage 50.

Note: Sage 50 allows vendors to be entered using a free-form format. Meaning, the vendor name can be entered in the Sage 50 Maintain Vendors screen Name field using any format the user chooses. For example, some users may enter vendors as firstname lastname, while others use the lastname, firstname format. Since ESC cannot account for all possibilities, the Sage 50 Maintain Vendors screen Name field is imported into the ESC Company / Last Name field as it is shown in Sage 50. To simplify vendor look-up in ESC, we recommend modifying the Sage 50 vendors to use the lastname, firstname format prior to adding any Sage 50 vendors to ESC. By doing this, vendors in ESC will be listed alphabetically by last name. 

Once all vendors have been properly synchronized between the programs, click the Next button.


Next Step: Synchronize Tax Codes

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